Rica Vinluan

I am a Financial Advisor committed to making a meaningful difference in the lives of my clients. My experience lies in guiding individuals through significant life transitions—such as business sales, retirement planning, divorce, or managing lump-sum payouts like buyouts or inheritances. By thinking strategically at a “30,000-foot view,” I provide life-centered, comprehensive strategies that cuts through the noise, empowering my clients to make informed decisions aligned with their goals, values, and legacies.

Finance and people have been part of my DNA since childhood. Raised in a family that valued hard work and effective communication, I developed a strong foundation in leadership...